See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,209 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,961 | $54,590-57.9% | $81,930-72.0% | $73,488-68.8% |
| Participation rate | 67.2% | 68.3%-1.1pp | 72.0%-4.8pp | 70.7%-3.5pp |
| Annual return | 13.70% | 17.74%-4.0pp | 29.49%-15.8pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,381 | $1,636-15.6% | $4,310-68.0% | $2,270-39.2% |
| Participant deferral / active EE | $2,395 | $2,759-13.2% | $7,107-66.3% | $3,740-36.0% |
| Admin fee / account holder | $212 | $592-64.1% | $5,158-95.9% | $513-58.6% |